Ruby He

FAQ About Ruby He

• What is Ruby He's address?

  Ruby He is located at
  Palo Alto, California, United States

• What is Ruby He's job title?

  Ruby He is a
  From Academic to Financial Expert: A Journey of Success and Wealth Preservation The ancient Chinese proverb, "The third generation ruins the house," has profoundly resonated with me, highlighting the critical importance of financial stability across generations and the absence of effective wealth preservation mechanisms, aside from political uncertainties. This proverb has fueled my passion for financial education and inspired my dedication to helping others defy this curse and achieve lasting financial success. Leveraging my strong background in STEM, entrepreneurship, and extensive experience in the financial services industry, I am uniquely positioned to assist successful individuals in preserving their wealth and ensuring its continuity for generations to come. My qualifications • Certified Financial Planner • Currently pursuing the prestigious CPWA (Certified Private Wealth Advisor) designation • Insurance Broker • Mortgage Broker • Real Estate Broker • Previously held multiple securities licenses: Series 6, 7, 63, 66, 79 Who we serve ? 1. Business Owners: As a business owner myself, I understand the joys of success and the challenges of running a business. As a trusted advisor, I provide tailored solutions for business planning (buy-sell, key person, succession, salary continuation, etc), tax-efficient retirement planning, and overall tax planning to help my clients achieve financial stability and growth. 2. High Net Worth Clients: I offer specialized wealth preservation, transfer, and legacy planning services to secure my clients' financial future, build a higher platform for their children to take off, and create a lasting impact for generations to come. 3. High-income Professionals Nearing Retirement: I am dedicated to helping professionals and tech industry employees nearing retirement age (53 and older) with comprehensive retirement planning, ensuring a smooth transition into their golden years. Safebay Financial Group - Secure Against Financial Erosion, Be the Advisor You can trust. Safebay Financial

• What industry does Ruby He currently work in?

  Ruby He currently works in the
  Safebay Financial

• What is Ruby He's area of expertise?

  Ruby He specializes in
  From Academic to Financial Expert: A Journey of Success and Wealth Preservation The ancient Chinese proverb, "The third generation ruins the house," has profoundly resonated with me, highlighting the critical importance of financial stability across generations and the absence of effective wealth preservation mechanisms, aside from political uncertainties. This proverb has fueled my passion for financial education and inspired my dedication to helping others defy this curse and achieve lasting financial success. Leveraging my strong background in STEM, entrepreneurship, and extensive experience in the financial services industry, I am uniquely positioned to assist successful individuals in preserving their wealth and ensuring its continuity for generations to come. My qualifications • Certified Financial Planner • Currently pursuing the prestigious CPWA (Certified Private Wealth Advisor) designation • Insurance Broker • Mortgage Broker • Real Estate Broker • Previously held multiple securities licenses: Series 6, 7, 63, 66, 79 Who we serve ? 1. Business Owners: As a business owner myself, I understand the joys of success and the challenges of running a business. As a trusted advisor, I provide tailored solutions for business planning (buy-sell, key person, succession, salary continuation, etc), tax-efficient retirement planning, and overall tax planning to help my clients achieve financial stability and growth. 2. High Net Worth Clients: I offer specialized wealth preservation, transfer, and legacy planning services to secure my clients' financial future, build a higher platform for their children to take off, and create a lasting impact for generations to come. 3. High-income Professionals Nearing Retirement: I am dedicated to helping professionals and tech industry employees nearing retirement age (53 and older) with comprehensive retirement planning, ensuring a smooth transition into their golden years. Safebay Financial Group - Secure Against Financial Erosion, Be the Advisor You can trust.

• Which languages does Ruby He speak? 

  Ruby He speaks the following languages:
  No languages available.

• Which industries has Ruby He previously worked in?   

  Ruby He has prior experience in the following industries:
  Several Start Up Companies At Silicon Valley , Motorola , Tyro Communications A Small High Tech Start Up , Beijing University Of Posts And Telecommunications

• What is Ruby He’s work experience?  

  Ruby He has the following professional experience:
  Safebay Financial , Several Start Up Companies At Silicon Valley , Motorola , Tyro Communications A Small High Tech Start Up , Beijing University Of Posts And Telecommunications .

• How can I find Ruby He on LinkedIn?  

  You can view Ruby He’s
  LinkedIn profile at LinkedIn URL.

• What are Ruby He’s work email addresses?  

  Ruby He’s work email addresses are
  [email protected] .

• What company does Ruby He work for?  

  Ruby He works at
  Safebay Financial